Kanaly Trust’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Kanaly Trust’s Portfolio INDY Stock Details INDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$3K	Hold	98	–	–	﹤0.01%	742
2016 Q3	$3K	Hold	98	–	–	﹤0.01%	727
2016 Q2	$3K	Hold	98	–	–	﹤0.01%	712
2016 Q1	$3K	Hold	98	–	–	﹤0.01%	712
2015 Q4	$3K	Hold	98	–	–	﹤0.01%	735
2015 Q3	$3K	Hold	98	–	–	﹤0.01%	716
2015 Q2	$3K	Hold	98	–	–	﹤0.01%	715
2015 Q1	$3K	Hold	98	–	–	﹤0.01%	561
2014 Q4	$3K	Hold	98	–	–	﹤0.01%	574
2014 Q3	$3K	Hold	98	–	–	﹤0.01%	615
2014 Q2	$3K	Buy	+98	New	+$2.69K	﹤0.01%	590

Other funds holding INDY

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

AIA (Singapore) Singapore $235M AUM 4.33% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

SCM

Somerset Capital Management London, United Kingdom $8.12M AUM 21.3% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Kanaly Trust's INDY Position: Q4 2016 in Review

Kanaly Trust held its iShares S&P India Nifty 50 Index Fund (INDY) position steady in Q4 2016 at 98 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

Kanaly Trust first reported a position in INDY in Q2 2014 and has held it in 11 quarters since. 83 funds tracked by Wall St. Rank hold INDY as of Q4 2016.

Kanaly Trust held 98 shares of iShares S&P India Nifty 50 Index Fund worth $3K as of Q4 2016.
Kanaly Trust left its iShares S&P India Nifty 50 Index Fund share count unchanged in Q4 2016.
iShares S&P India Nifty 50 Index Fund made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #742 holding.
Kanaly Trust first reported a position in iShares S&P India Nifty 50 Index Fund in Q2 2014 and has held it in 11 quarters since.
83 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.